Question 1

Do you offer catch-up bookkeeping?

Accepted Answer

Yes, cleanup is available after an initial review of your current books.

Question 2

What do you need from me?

Accepted Answer

Secure access to your banking accounts and QuickBooks Online, plus answers to occasional classification questions.

Question 3

Do you file taxes?

Accepted Answer

No. I focus on bookkeeping. I prepare clean, reconciled books that are ready to hand off to your CPA or tax preparer.

Question 4

How secure is my data?

Accepted Answer

I connect through QuickBooks Online's own secure accountant access — I never ask for your QuickBooks or banking passwords. Working copies of your reports are kept on my encrypted computer, separated by client, and never shared or sold. Your confidentiality is written into our engagement agreement before any work begins.

Question 5

How long does onboarding take?

Accepted Answer

Typically 1–3 weeks depending on the complexity of your current financial setup.

Question 6

What industries do you serve?

Accepted Answer

I specialize in Trades, Oilfield Services, Trucking, Service Businesses, and Startups across West Texas and nationwide.

Let's Get Your Books in Order

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